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Insight Wealth Strategies’s Weatherford International WFRD Stock Holding History

Insight Wealth Strategies’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-64,018
Closed -$5.13M – 204
2026
Q2 		$5.13M Buy
64,018
+3,797
+6% +$385K 0.5% 67
2026
Q1 		$5.7M Sell
60,221
-1,469
-2% -$138K 0.64% 49
2025
Q4 		$4.83M Sell
61,690
-11,124
-15% -$807K 0.55% 55
2025
Q3 		$4.98M Buy
+72,814
New +$4.33M 0.59% 52

Other funds holding WFRD

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Insight Wealth Strategies's WFRD Position: Q3 2026 in Review

Insight Wealth Strategies sold out of Weatherford International (WFRD) in Q3 2026, closing a stake of 64,018 shares — an estimated $5.13M sold.

Insight Wealth Strategies first reported a position in WFRD in Q3 2025 and held it in 4 quarters. The position peaked at $5.7M in Q1 2026. 9 funds tracked by Wall St. Rank hold WFRD as of Q3 2026.

  • Insight Wealth Strategies reported no remaining Weatherford International position as of Q3 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 64,018 Weatherford International shares in Q3 2026, an estimated $5.13M.
  • Insight Wealth Strategies first reported a position in Weatherford International in Q3 2025 and held it in 4 quarters.
  • Insight Wealth Strategies's Weatherford International position peaked at $5.7M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Weatherford International as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.